Create a Purchase Order with AI
What it does
Create a Purchase Order with AI generates supplier-ready POs straight from your project or an existing quote — automatically grouped by manufacturer — so you do not have to build each one by hand. You request it in the Submittal Builder chat and the AI produces one PO per supplier with the right line items, quantities, and costs.
How to do it
Open Submittal Builder from the sidebar.
Confirm you are in the correct project.
Type: "Create purchase orders with AI for this project."
Press Enter to send.
What the AI handles
Groups by manufacturer — one PROFORMA PO per supplier, deduped by name.
Line items & quantities — pulls remaining quantities from the project or quote.
Documented cost — applies the unit costs on record for each item.
Ship-to — confirms the delivery details before finalizing.
From a quote
If you have already created a quote, you can chain straight into POs:
"Create purchase orders from this quote."
"Make a PO for just the Acuity items."
After it is created
Review & edit — adjust line items, costs, or notes per PO.
Generate PDF — produce a formatted purchase order.
Email the supplier — send the PO and track it in the Procurement Log.
Tip: the Builder confirms the ship-to address and flags any items missing a documented cost before it finalizes the POs.